Foundation CRM
Everything the desk does, in one place.
Contacts, properties, offers, viewings, sales progression and lettings compliance. The record your agency actually runs on, not a spreadsheet held together with formulas.
Everything the estate agent CRM does
What's already in there
- Every Foundation Valuation lead, auto-linked
- 17-step pipeline, from appraisal to completion
- Applicant-to-property matching
- Appraisals with a real comparables map + e-signature contracts
- Memorandum of sale, auto-filled from the accepted offer
What needs you, before anything else.
A portal feed that failed, a tenancy late on compliance, four enquiries waiting, instructions that cannot be published yet and a board still up six days after completion. All of it was knowable already and none of it was anywhere anybody would look.
How the month is going, and where it is getting stuck.
Valuations, instructions, viewings, offers, sales agreed, completions and rent collected, each against the same month last month. The funnel underneath says which step is losing the work: how many valuations you won, how many viewings a house takes, and how many offers turn into a sale.
Everyone you deal with, in one book.
Vendors, buyers, landlords and tenants on one list. Each tagged with where they came from, so you can see which of your channels is actually working.
Every instruction, sale and let on one line each.
Sales and lettings in the same book, with the live offer count against each. Switch to the kanban view to drag an instruction through prospect, valued, live, under offer and sold.
The appraisal, from the comparables that actually match.
Your figure, never the software's. The report is written from the recently-sold evidence that genuinely matches the house, in your tone, and it tells you how many times the vendor has opened it.
Who is seeing what, and who said what afterwards.
One diary for the whole branch, with a subscribable feed so it turns up in the calendar an agent already uses. Feedback is written against the viewing rather than remembered, which is what the vendor is ringing to ask about.
Built for how an agency actually runs a week.
Contacts that stay in sync
Buyers, vendors, landlords and tenants in one record. Every valuation, viewing, offer and note attaches automatically. No re-keying between systems.
Sales progression, properly tracked
A seventeen-step pipeline from the appraisal through to completion, with its own task list, key safe location and an automatic price-history log on every property. It includes starting the seller's legal pack while the house is being photographed rather than after an offer, which is the single biggest thing an agent controls about how long a sale takes. See exactly which chain is stalling before the vendor calls to ask.
Offers and viewings, one screen
Book a viewing, log feedback, record an offer, chase a decision. All against the same property record your applicants are matched to.
Lettings compliance, never missed
Gas safety, EICR, EPC, PAT and legionella dates tracked per tenancy, colour-coded as they approach expiry. No spreadsheet, no sticky note.
Follow-ups that send themselves
One-click enrol a lead into a follow-up drip and template emails keep them warm automatically, so a quiet Tuesday doesn't mean a cold pipeline by Friday.
Applicant matching, built in
New instruction goes live and Foundation immediately checks it against every registered applicant's criteria. Matches surface without anyone lifting a finger.
Appraisals that win the instruction
Walk the property, set your own figure, and pull real HM Land Registry sold prices for the same road onto a numbered map. One click turns a win into a contract sent for e-signature, with AML confirmed before it goes out.
Inventory reports, shot on your phone
Check-in, check-out and interim inspections. Photograph every room straight from your phone or iPad's own camera, rate the condition, and it's a branded PDF before you've left the driveway.
One calendar, everything on it
Viewings, appraisal visits and task due-dates. Booked from anywhere in the CRM, they land on the same shared schedule automatically. Nothing to keep in sync by hand.
Floor plans and EPC charts, drawn in-house
Drag rooms into place, snap them to align, and Foundation renders a clean floor plan for the brochure. Give it a real assessor's EPC score and it turns that into a proper A–G chart. No design tool, no waiting on a graphic designer.
A memorandum of sale that fills itself in
Accept an offer and Foundation already knows the price, the buyer, the vendor and the chain. Add the two solicitors once and every memo after that is one click, accurate, branded, ready to send.
See the moment they open it
Every appraisal, invoice and document you send is quietly tracked. A badge on the record shows exactly how many times it's been opened and when, so you know whether that vendor has actually read your figures yet.
The homes that went on and never sold
Canvass reads two public registers: the energy certificates, which a house cannot legally be marketed without, and HM Land Registry, which records every completed sale. An address on the first and not the second went on the market and did not sell. You get the address, the band and how many months, longest first. Nothing is scraped from a portal, and it never claims to know which agent has it. Part of Foundation Signature.
WhatsApp, on the record
Messages to and from your own WhatsApp Business number sit on the contact's file beside the emails, so the half of the conversation that happens on a negotiator's phone is not lost when they are off. It tells you before you type whether WhatsApp will carry what you are about to send.
An enquiry at eleven at night, answered at eleven at night
A portal enquiry that arrives when the office is shut gets a reply saying it has arrived and when somebody will be back. It says it is automatic in its first line, states nothing at all about the house, and books nothing. Off until you switch it on.
Your valuation tool and your CRM were never talking to each other. Now they're the same record.
Before
A valuation lead lands in one inbox. Someone copies it into the CRM by hand, if they remember.
Now
The lead is already a contact, already linked to the property, before the negotiator has finished their coffee.
The questions we're usually asked over the phone.
Is this a simplified CRM or a real one?
A real one. Full CRUD on contacts, properties, offers, viewings and tasks, a proper sales-progression pipeline, activity timelines, and CSV export on every table. Built for agencies to actually run their day on, not a lightweight add-on to the valuation tool.
Does it replace Reapit, Alto, Jupix or similar?
That's the intent. Foundation CRM covers contacts, properties, offers, viewings, sales progression and lettings compliance in one system. Most agencies stop paying for a second platform once they're on Growth or Signature.
What happens to my valuation leads?
Every lead from Foundation Valuation lands directly in the CRM as a contact, already linked to the property they enquired about. Nothing to import.
Can more than one person use it?
Yes: real, separate logins, not one shared password. Essentials and Growth include 1; Signature includes 3. Extra logins are £10/month each, for people at the same office. Everyone sees the same contacts and properties; tasks can be assigned to whoever's actually on the hook for them.
Can I get a contract signed without leaving Foundation?
Yes. Win an appraisal and Foundation offers to generate the contract from your own template, then send it for e-signature there and then: the signer gets a link, reviews the document, types their name, and it's recorded with a timestamp, IP address and a hash of the document as signed. AML/ID checks are confirmed as part of the same flow, and the signed contract sits on the listing's file alongside any title deeds or search documents you upload.
Can I see if a client has actually opened what I sent them?
Yes: every appraisal, invoice and document you send is tracked. A small badge on the record shows how many times it's been opened and when, so you're not guessing whether a vendor has actually seen your figures before you chase them for a decision.
Stop paying for two systems that don't talk to each other.
Included in Growth and Signature